More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Asset management firms say the SEC can't regulate something it hasn't yet defined.
June 1
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Despite the stat, only a fraction of high earners have issues covering all of their household expenses.
June 1
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Laura LaTourette and Ramona Maior are teaming up with the goal of connecting with more planners and allies who share common experiences.
June 1
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The 50 companies that made American Banker’s annual list are being recognized for establishing strong workplace cultures, offering robust benefits packages and giving employees the room to do their jobs well.
June 1
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Companies on the Best Places to Work in Fintech list offer sabbaticals or generous vacation time, which helps attract young talent and lets veteran employees re-energize.
June 1
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Breaking barriers to education unites the team at Mpower Financing, an international student loan company with employees from more than a dozen countries that is ranked No. 1 on this year's Best Places to Work in Fintech.
June 1
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Phani Ilapakurty is the president ofMueller dotKonnect , which is a related entity ofPKF Mueller , a CPA and business advisory firm that serves clients both domestically and internationally. MDK specializes in business process management, business process outsourcing and tax services, backed by a team of 300-plus finance, accounting & tax professionals located in Chicago, Dallas, Portland, Philadelphia, Sarasota and in Hyderabad, India. Ilapakurty is a Chartered Accountant, a Cost & Management accountant, a Certified Fraud Examiner and an Enrolled Agent, with more than 20 years of consulting, finance & accounting industry experience. He is also the co-founder ofQount.io , a SaaS practice management solution to improve, automate and streamline accounting & tax practices to positively impact the bottom line. Reach him atphani.i@muellerdotkonnect.com .May 31
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Caleb Jenkins began his career atRLJ Financial Services and leads the outsourced tax planning & business accounting services team. He has been recognized as a Top Up-N-Comer ProAdvisor and Top 40 Under 40 in the accounting profession, and serves on numerous councils including the Intuit ProConnect Customer Tax Council and the ADP Accountants Advisory Board. Reach him via email atcaleb@rljfinancial.com .May 31
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Cathy Beardsley, the CEO of Segpay, and Christiaan Brand, a security expert from Google, discuss how to overcome the hurdles that are still in the way of cryptocurrencies being widely used for payments.
May 31
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Higher fees, illiquidity and lack of transparency raise questions about suitability.
May 31
